SEATTLE, Nov. 26, 2014 /PRNewswire/ -- Just in time for the New Year, Capital One ShareBuilder is introducing new promotional offers designed to help self-directed investors build their nest eggs and enhance their portfolios, so they can work toward long-term investing goals.
Beginning "Black Friday" on Nov. 28, 2014 and continuing through "Cyber Monday" on December 1, new ShareBuilder customers have the opportunity to receive cash bonuses when they open and fund their first ShareBuilder account.
For existing customers, ShareBuilder is offering a free PortfolioBuilder trade credit to help them set up or enhance their investment portfolio. PortfolioBuilder is ShareBuilder's self-directed portfolio management tool enabling investors to create a diversified portfolio with up to eight exchange-traded funds (ETFs). Using ShareBuilder's dollar-based investing capabilities, PortfolioBuilder is an easy-to-use tool that streamlines the asset allocation process. Investors can purchase ETFs starting with an initial investment of as little as $200.
"Today's investors are looking for simple, low-cost tools," said Dan Greenshields, President of Capital One ShareBuilder. "Our goal is to broaden access to ShareBuilder's full suite of self-directed trading, research and educational tools, and these specials are designed to help investors jump-start, boost and refresh their long-term investing strategies and start 2015 on the right foot."
Black Friday Specials
Beginning on Nov. 28, 2014, and running through December 1, 2014, ShareBuilder will offer the following promotions.
$1,250 for deposit/transfer/rollover of $250,000 or more
$750 for deposit/transfer/rollover of $125,000 or more
$450 for deposit/transfer/rollover of $50,000 or more
$250 for deposit/transfer/rollover of $15,000 or more
$150 for deposit/transfer/rollover of $5,000 or more
New customers who open their first ShareBuilder account with promotion code BF2014SB*PR between November 28, 2014 and December 1, 2014, and fund it (deposit, transfer and/or roll over into) within 90 days.
One FREE PortfolioBuilder Trade Credit
Existing customers can take advantage of this promotion to receive a free PortfolioBuilder trade credit. Promotion code BF2014PB must be entered on the account between November 28, 2014 and December 1, 2014. PortfolioBuilder trade credit must be used to buy a portfolio between December 15, 2014 and January 31, 2015.
For more information on ShareBuilder's Black Friday Sale, visit www.sharebuilder.com on November 28, 2014.
About Capital One ShareBuilder Capital One ShareBuilder is a leading online investing site for investors who have long-term financial goals and want to say goodbye to investing complexity. Whether you're a seasoned investor or just getting started, ShareBuilder by Capital One has tools and resources to help Americans plan their financial futures. No minimum balance required when you open an account and pay low commissions when investing. Trade when you want, any amount you want, and what you want — stocks, exchange-traded funds, mutual funds, options and retirement solutions.
Automatic investments are recurring or one-time purchases on Tuesdays. All sales are made with market or limit orders and are subject to applicable commissions.
Securities products are offered by Capital One ShareBuilder, Inc., a registered broker-dealer and Member FINRA/SIPC. Capital One ShareBuilder, Inc. is a subsidiary of Capital One Financial Corporation.
Securities products are: Not FDIC insured - Not Bank guaranteed - May lose value
New Customer Bonus This offer is available for new ShareBuilder customers opening their first account; existing ShareBuilder customers are not eligible unless opening a new Individual Retirement Account (IRA). You must have a U.S. Tax I.D. (Social Security number) to open a Capital One ShareBuilder, Inc., account. There are two steps to getting the cash bonus: 1) New ShareBuilder customers must open their first account of any type—a ShareBuilder IRA, Individual, Joint or Custodial account— using promo code BF2014SB*PR by 12/1/2014. Existing customers must open a new ShareBuilder IRA using promo code BF2014IRA*PR by 12/1/2014. Existing customers may not qualify for this offer with an Individual, Joint or Custodial account. 2) Make a net deposit, transfer and/or rollover that posts to your account within 90 days after entering the promo code. Assets must be valued at no less than $5,000 to be eligible for a $150 bonus; $15,000 for a $250 bonus; $50,000 for a $450 bonus; $125,000 for a $750 bonus; or $250,000 for a $1,250 bonus. Subject to restrictions listed below, ShareBuilder will add the bonus to your account within 4–6 weeks following the close of your 90-day qualification period.
You should consult your tax or legal advisor about the IRS guidelines on contribution limits for IRAs and the appropriate tax treatment for this bonus. Any taxes related to Capital One ShareBuilder offers are your responsibility. The bonus is a cash award and will not be reported to the IRS as a contribution. The bonus is not available for withdrawal for 180 days after it is awarded to your account. Qualifying assets must remain in the account (minus any losses related to trading or market volatility) for at least 9 months or ShareBuilder may reclaim your award. Transfers from an existing ShareBuilder account, or from a Capital One 360® IRA to a ShareBuilder IRA, do not qualify. This promotion is not valid with any other offer and is non-transferable. Limit one ShareBuilder bonus per unique customer or custodial beneficiary. ShareBuilder can end this promotion at any time, and refuse or recover any bonus, if they determine that you violated ShareBuilder's Account Agreement.
PortfolioBuilder Trade Credit To qualify, enter promo codeBF2014PB by the promotion expiration date: 12/1/2014. Capital One ShareBuilder, Inc, will post 1 PortfolioBuilder trade credit to your account on 12/15/2014. The PortfolioBuilder trade credit expires on 1/30/2015. Valid for IRA, Individual, Joint or Custodial accounts only. Promotion is non-transferable, not valid for ESAs, and not valid with any other promotion. Limit one bonus per customer or custodial beneficiary. Promotion may be extended at ShareBuilder's discretion.
Trade credits will only be posted to accounts approved for trading at ShareBuilder's sole discretion. PortfolioBuilder trade credits are only good for buying a portfolio using PortfolioBuilder and not for any other kind of investment, including the purchase of individual ETFs, stocks, mutual funds and options contracts. Additional services and charges beyond base commissions, such as Express Funding, are not covered. See pricing and rates. ShareBuilder can end this promotion at any time, and refuse or recover any bonus, if it determines you violated ShareBuilder's Account Agreement.
About PortfolioBuilder As a self-directed investor, you must carefully consider the appropriateness of the proposed investments in light of your own personal financial circumstances, including cash flow needs, unusual tax implications or other complex or subjective concerns. Additionally, market conditions and your personal financial situation may change—perhaps suddenly or gradually over time. It is up to you to reassess any investment program, including PortfolioBuilder, on a regular basis to ensure that it remains consistent with your current financial resources and investing objectives. Monitoring and adjusting your ShareBuilder investments to suit your changes are your responsibility. If you choose to rebalance your portfolio to address those changes, you are responsible for any costs associated with the transactions.
Diversification does not guarantee a profit or protect against market losses.
You should carefully consider a fund's investment objectives, risks, charges and expenses before investing. For a prospectus containing this and other important information, please visit the fund's detailed quote page, or contact a ShareBuilder Customer Service Associate. Please read the prospectus carefully before investing.